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⚡️🚨 Nuclear energy stocks are crashing...

The dream of data centers is evaporating!

US nuclear giants, who bet EVERYTHING on the explosion of AI data centers, have faced the DeepSeek news...

❌ Vistra: -30%

❌ Constellation: -20%

❌ Talen Energy: -22%

The sector soared in 2024 (+100% for Constellation) based on a promise: to power American data centers that were projected to consume up to 12% of US electricity by 2028.

The blow is even harder since Constellation had just made a BIG bet with the acquisition of Calpine for $16.4 billion.

Everyone is wondering if the demand for energy for AI has been overestimated? 🤔 #asknostr

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HumbleSatsMan 11mo ago

Let’s wait and see how it will look like over 12 months. I’m biased but difficult to image that wide adoption of nuclear power will be denied

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